Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
Annuity Issuers' Ordinary Bonds Are Hard to Trade, Apollo's CEO Warns
By Allison BellThe private credit market is not the only fixed income market that looks thick to Marc Rowan.
April 30, 2025
Equitable: Volatility Helps Push Individual Annuity Sales Higher"April was a good month for us," the CEO says. The first quarter also looked good.
April 29, 2025
Tax Court Judge Notices a Couple Keeping an AnnuityThe judge interpreted a rational asset sale strategy as a sign the couple wasn't under severe financial pressure.
April 28, 2025
5 Annuity Issuer Risks on the Fed's RadarOfficials are casting a wary eye on some of the riskier investments in insurers' portfolios.
April 25, 2025
Ameriprise Closes Window on Advisor RecruitingVolatility helped increase the appeal of its technology and strength in the first quarter, the company noted.
April 25, 2025
Why the 'Game Has Changed' for the 60/40 Portfolio: Schroders' Farstrup"We need to be thinking differently about risk and diversification today,” says the asset manager.
April 24, 2025
10 Insights Into Retirement Confidence in 2025Despite worries about Social Security and inflation, a survey found, the outlook has improved over the past year.
April 24, 2025
Jury Finds Massachusetts Advisor Failed to Disclose Annuity Conflicts to RetireesThe verdict holds Jeffrey Cutter and his firm accountable for breaching fiduciary duties to clients, the SEC said.